CHOOSE INDEPENDENT FINANCIAL ADVISER (IFA)

My Story

"My passion lies in promoting health and wellness, while my profession focuses on wealth management and protection. I strive to inspire others to lead a active and healthy lifestyles by providing guidance and support. Additionally, I assist individuals and business owners in gaining clarity about their life goals, and offer strategies to help them achieve financial freedom", said David Phuah.

 

Meet David Phuah, a seasoned financial adviser with over 19 years of experience in the industry. David is a certified financial planner since 2004, having completed rigorous training and continuing education requirements to earn his credentials. His expertise lies in providing comprehensive financial planning services to individuals and families, including retirement planning, investment management, estate planning, medical and health insurance.

 

What sets David apart is his commitment to building long-term relationships with his clients through the financial planning process. He takes the time to understand their unique needs, goals, and values, and uses that information to develop customized financial plans that align with their objectives. David believes that effective financial planning requires collaboration, trust, and transparency, and he works tirelessly to ensure that his clients are informed and empowered to make smart financial decisions.

 

David is looking at building long-term relationship with all his clients through his professionalism, competence, and integrity. He strives to earn his clients trust by having their best interest at heart. David's approachable demeanor and patience make him easy to work with and a true asset to any financial planning team.

 

In short, if you are looking for a professional, competent, and trustworthy financial adviser who will put your needs first and work tirelessly to help you achieve your financial goals, look no further than David Phuah. He is ready and eager to help you achieve financial success. HIs mobile is 9765 6788 and email address is davidphuah@fapl.sg  

My Services

At Financial Alliance Pte Ltd, we are dedicated to ensuring your financial peace of mind. Our range of services covers everything you need for a secure financial future. From comprehensive financial planning to tailored investment strategies, we've got you covered. We specialize in keyman insurance to protect your business, effective investment to make your money work for you, proactive wealth management for sustained growth, and meticulous estate planning to secure your legacy. Let us navigate the complexities while you reap the benefits. Your financial success starts here.
Financial Planning
Financial planning is paramount for achieving fiscal stability and realizing life goals. It provides a structured roadmap for managing income, expenses, investments, and savings. With the integration of fintech financial planning software like GoalsMapper, the process becomes streamlined and dynamic. These tools offer real-time insights, personalized strategies, empowering individuals to make informed decisions and optimize their financial journey. GoalsMapper enhances accessibility, making professional financial planning more affordable and attainable. By leveraging technology, individuals can align their aspirations with concrete plans, ensuring a secure future and the ability to adapt to changing circumstances.
Keyman Insurance
Keyman insurance serves as a crucial safety net for businesses by safeguarding against the unexpected loss of key personnel. Whether it's the founder, a top executive, or a key employee, their absence can create significant financial and operational challenges. Keyman insurance provides financial support during this critical period, covering areas like recruitment, training, and revenue protection. It ensures business continuity, secures investor confidence, and guarantees a smoother transition during turbulent times. By investing in keyman insurance, businesses fortify themselves against potential disruptions and ensure a resilient path toward success.
Investment Planning
Investment planning is pivotal for attaining true financial freedom. It surpasses mere savings, offering exponential growth through smart resource allocation and diversification. This approach generates substantial wealth, combats inflation, and establishes dependable passive income. Investment planning not only fulfills life goals but also safeguards against economic uncertainties. It's the compass guiding you towards lasting prosperity and autonomy.
Estate Planning
Estate Planning is important for everyone who are age 21 and above regardless of your wealth. Estate planning tools like Will, LPA, Trust, AMD and insurance help ensure that your wealth can take care of you and your loved ones in the event of death or loss of mental capacity. A good estate plan will ensure that your wealth is distributed accourding to your wishes, create financial security and harmony for your loved ones.
Health is Wealth
Health is wealth. You need your health to enjoy your wealth. Health is undeniably wealth, the cornerstone of a fulfilling life. Prioritizing prevention over cure is a proactive approach that saves not only money but also precious time and well-being. By investing in a healthy lifestyle, you can lay the foundation for a robust future. The dividends include reduced medical expenses, enhanced productivity, and an elevated quality of life. Choosing nutritious foods, regular exercise, and stress management fosters resilience against illnesses. This preventive investment fosters longevity, minimizes health risks, and safeguards your overall well-being, underscoring the irreplaceable value of good health in the pursuit of a prosperous and gratifying life. 

Qualifications & Passion

Certified Financial Planner (CFP)
2004
Certificate for Family Office Advisors  - Foundation
2021
Led a group of 7 hikers to brisk walk Round Island Route 150KM+ in 48 hours.
2021
Led a group of 10 hikers to brisk walk Round Island Route Phase 1 about 80KM under 22 hours.   
2022
Top fund raiser for company charitable foundation. 
2022

Videos

YOURS FREE:
Simple financial concepts that everyone can adopt to improve their financial situation immediately!
PS: This book serves to provide the tips and strategies on financial planning, but most importantly you need to apply and practice these strategies. Happy reading!

Testimonials

    Financial Calculator
    Education Calculator
    See how much children education can cost locally and abroad
    Insurance Calculator
    See how far your insurance is covering you right now

    Contact


    97656788
    The information provided on this website is general in nature and does not constitute financial advice. The website can change without prior notice and does not guarantee the accuracy of information, including information provided by third parties, at any particular time.

    Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.

    The owner of this website does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. The owner of this website do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.

    Unless otherwise specified, the information provided on this website is copyrighted. You may not alter or modify this information in any way, including the removal of this copyright notice.